BUILDING

APPLICATIONS WITH
FORCE.COM – PART 2
(AUDITING PROCESSES)
Exercise Guide
EXERCISE GUIDE
Auditing Processes

Table of Contents
15-1: Audit Changes Using Setup Audit Trail ........................................................................... 1
15-2: Audit Changes to Data .................................................................................................... 2
EXERCISE GUIDE
Auditing Processes

15-1: Audit Changes Using Setup Audit Trail

Scenario:
Universal Containers needs to be able to track all changes to Salesforce.
Goal:
View the Setup Audit Trail.
Tasks:
1. View the Setup Audit Trail.
2. Create a new field to see how it appears in the Setup Audit Trail.
3. View the addition of the Drivers License Number field in Setup Audit Trail.
Time:
10 minutes

Instructions:
1. View the Setup Audit Trail.
A. From Setup enter View Setup Audit Trail in the Quick Find box, then select View
Setup Audit Trail under Security Controls.
B. View the entries for the changes that you have made to the application so far.
2. Create a new field to see how it appears in the Setup Audit Trail.
A. From Setup, enter Objects in the Quick Find box, then select Objects under
Create.
B. Click Candidate in the Custom Objects list.
C. Scroll down to the Custom Fields & Relationships related list, and click New.
D. Select the Text radio button from the Data Type picklist, and click Next.
i. Field Label: Drivers License Number
ii. Length: 30
iii. Field Name: Drivers_License_Number (This field auto-populates.)
E. Click Next.
F. Set the field visible for the Custom-HR, Custom-Executive, Custom-Recruiter, and
System Administrator profiles, and click Next.
G. Click Save to add the field to the Candidate Layout.
3. View the addition of the Drivers License Number field in Setup Audit Trail.
A. From Setup enter View Setup Audit Trail in the Quick Find box, then select View
Setup Audit Trail under Security Controls.
B. View the new entries for the creation of the new field.

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EXERCISE GUIDE
Auditing Processes

15-2: Audit Changes to Data

Scenario:
Universal Containers needs to be able to track changes to any field on reviews.
Goal:
Set up field history tracking to track changes to specified fields.
Tasks:
1. Select the fields on which to track history.
2. Add the Review History related list to the page layout.
3. View the field history tracking at work.
Time:
10 minutes

Instructions:
1. Select the fields on which to track history.
A. From Setup, enter Objects in the Quick Find box, then select Objects under
Create.
B. Click Review in the Custom Objects list.
C. In the Custom Fields & Relationships related list, click Set History Tracking.
D. Select all fields.
E. Click Save.
2. Add the Review History related list to the page layout.
A. Scroll down to the Page Layouts section, and click the Edit link next to Review
Layout.
B. On the palette, click the Related Lists category.
C. Drag Review History and drop it at the bottom of the page.
D. Click Save.
E. Click Yes when you see the Overwrite Users’ Related List Customizations? pop-up.
3. View the field history tracking at work.
A. Click the Reviews tab.
B. Click on any review.
C. Click Edit.
D. In the Alternate Position field, enter: May also be a good fit for the
Associate Developer position.
E. Click Save.
F. Note the change in the Review History related list.

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